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Digital Products Demo My Digital Products and My Company Inventory Digital Products Demo My Digital Products and My Company Inventory

Digital Products Demo My Digital Products and My Company Inventory - PowerPoint Presentation

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Uploaded On 2018-02-21

Digital Products Demo My Digital Products and My Company Inventory - PPT Presentation

Leadership Central August 2017 APICS Digital Products Overview My Digital Products MDP This is a library where a customer can access all digital products that have been assigned to them The customer can access it through ID: 633692

products digital inventory company digital products company inventory access assignments library bulk product upload assignment apics click link assign

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Slide1

Digital Products Demo

My Digital Products and My Company Inventory

Leadership Central, August

2017Slide2

APICS Digital Products Overview

My Digital Products (MDP)

This is a library where a customer can access all digital products that have been assigned to them

The customer can access it through

MyAPICS

This library will store any access codes required by the customer as well as direct links to their material

My Company Inventory (MCI)

This holds digital products and other distributable inventory for a channel or corporate partner

Designated “Distribution Eligible Buyers” will be allowed to purchase and distribute products with this tool

The Distribution Eligible Buyers can access it through their My Digital Products librariesSlide3

My Digital Products and My Company Inventory FAQs

What is My Digital Products library?

My Digital Products (MDP) is a library where you can access all your digital products. Digital products that you have purchased and you have been assigned will live in your MDP library.

How do I access My Digital Products?

Access your digital products from your My Digital Products library:

Log in to your My APICS account

Select the Quick Links tab at the top left of the page

Under Quick Links click on the My Digital Products link

Access your digital products

What does My Digital Products library contain?

Digital products that you have purchased and you have been assigned will live in your MDP library. The following information can be found in your MDP library:

Direct links to access your digital products

Digital product Expiration date

Complete order details including:

Digital Product Status (Active or Expired); Digital Product Type; Access Dates; Number of accesses; Purchase date; Order ID

Unique protected PDF Access code

What is My Company Inventory?

My Company Inventory (MCI) holds digital products and other digital distributable inventory for your channel or corporate partner. Digital products purchased by your channel’s or partner’s distribution tool buyers will be available to view and assign. Slide4

My Digital Products and My Company Inventory FAQs (continued)

Who can access My Company Product Inventory?

Designated Distribution Tool eligible buyers will be allowed to purchase and distribute products with this tool. Please contact APICS Customer Service at

service@apics.org

or 1‐800‐444‐2742 or +1‐773‐867‐1777 from 8:00 a.m.–5:00 p.m. CT to become a Distribution Tool eligible buyer.

What does My Company Inventory contain?

Digital products that you (or your company) have purchased and that you can assign will appear in your MCI library. The following information can be found in MCI:

Direct links to access your digital products orders

Digital product expiration dates

Assignee verification and bulk upload assignments

Complete order details including:

Digital Product Status (Active or Expired); Digital Product Type; Access Dates; Number of accesses; Purchase date; Order ID

Unique protected PDF Access code

How can products be assigned from My Company Inventory?

Access your company inventory of digital products from your My Company Inventory library:

Log in to your My APICS account

Select the Quick Links tab at the top left of the page

Under Quick Links click on the My Digital Products link

Click on My Company Inventory from the page

Access your inventory of digital products

What if an Assignee does not have an APICS ID?

You will need to create an APICS ID to each assignee prior to assigning a productSlide5

Access to My Digital ProductsSlide6

My Digital Products

Purchased digital products can be accessed here

Digital products can be purchased through

ShopAPICS

, Aptify Client, or Corporate Classroom Management Portal

Use the “Access” button to open directly link to the records

Use the “Details” link to find additional information such has Click Count, Date Purchased, and Order IDSlide7

My Digital Products - DetailsSlide8

Partner/Corporate Purchaser – My Digital ProductsSlide9

My Company Inventory

Inventory applies to the

Company

level

If the buyer manages multiple companies, they can switch between them using the dropdown

The purchases from all eligible buyers will appear in this inventory

The buyer can assign inventory with the “Assign” link

The buyer can view which inventory has been assigned with the “View Assignments” link

The buyer can view all orders for the product and assign products form specific orders using the “View Orders” linkSlide10

My Company Inventory – View AssignmentsSlide11

My Company Inventory – View OrdersSlide12

My Company Assignments

This page will allow eligible partner buyers to assign inventory to customers with an APICS ID

The buyer can use the check boxes to show or hide the orders and current assignments for these products

On the bottom, the customer can choose individual or bulk uploadSlide13

My Company Assignments – ExpandedSlide14

My Company Assignments – Individual Assignment LookupSlide15

My Company Assignments – Individual Assignment ConfirmSlide16

Dictionary Added to LibrarySlide17

My Company Assignments – Bulk Assignment

Follow the steps listed to assign products in bulk

First, download the “Bulk Upload Template” by clicking the link

It is best practice to download a new template whenever you start a new upload in case the file has been updated since your last uploadSlide18

My Company Assignments – Bulk Assignment Template

Follow the instructions on the template

Save the file in an easy to find location

“Imaginary Learner” is record that our system will fail to find to show what you will see if there is a bad record in your spreadsheetSlide19

My Company Assignments – Bulk Assignment Choose File

Click “Choose File” and choose the file you just saved from your computer

Click “Open” to upload the file

You should see the file name next to “Choose File”Slide20

My Company Assignments – Bulk Assignment Upload

Click “Upload Bulk Assignment File” to upload the records

All of your entries will appear in a list

The next step will be to validate these records against APICS users, click “Validate the Assignees”Slide21

My Company Assignments – Bulk Assignment Validation

Validated records will appear in the top table

My Company Assignments will assign your product to these records when you click “Assign to Product”

Invalid record will appear in the bottom table

You can address these records in your upload file and restart the process by clicking “Restart the Upload”Slide22

My Company Assignments – Bulk Assignment SuccessSlide23

My Company Assignments – No Remaining InventorySlide24